Cloud Segment GrowthCloud segment growth is expected to accelerate due to healthy trends in public cloud adoption and strong demand for AI-related services.
International Commerce ExpansionAlibaba's international digital commerce and Cainiao logistics revenues are predicted to grow significantly, indicating strong cross-border commerce expansion.
Shareholder ReturnsAlibaba repurchased 52mn ADSs for US$4.1bn, with US$22bn remaining, indicating strong shareholder returns and a potential 8% yield from buybacks and dividends.